See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,178 | $176,377-88.6% | $134,143-85.0% | $158,922-87.3% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 19.80% | 63.63%-43.8pp | 36.33%-16.5pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,825 | $5,040-63.8% | $3,704-50.7% | $4,761-61.7% |
| Participant deferral / active EE | $2,219 | $4,091-45.8% | $3,499-36.6% | $5,982-62.9% |
| Admin fee / account holder | $226 | $8,718-97.4% | $6,684-96.6% | $11,246-98.0% |